Our Past Shows
Here you will find a year's worth of our past radio shows. Please understand, due to compliance and supervisory guidelines, there is a lag time from when a show first broadcasts to when it can be listed here for later playback. If the show you want is not available, please check back again soon.
Although Jim and Chris strive to make their show ─ and the information presented − topical and pertinent at the time of original broadcast, please recognize the financial world is constantly changing and evolving. These recorded broadcasts may contain outdated or obsolete information. Never make any financial, tax or investment decisions with information contained on these shows without first consulting with your legal, tax and/or financial advisor(s).
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Medicare, Fraud Awareness, Social Security Survivorship, Pensions, and RMDs: Q&A #2409
March 2, 2024
Jim and Chris discuss listener questions relating to Medicare, fraud awareness, Social Security survivorship, pensions, and RMDs. (Intro) Jim and Chris begin the show with a clarification from the Wednesday’s EDU show of prohibited transactions completed inside an IRA and whether or not SECURE Act 2 impacted the previous prohibited transaction rules. (14:45) George from Texas provides a helpful...
Listen NowTaking The 2024 Ed Slott Quiz Continued: EDU #2409
February 28, 2024
Jim and Chris sit down to continue their discussion on the annual quiz given out by the Ed Slott program for 2024. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y24E09.mp3 Podcast: Play in new window | Download (Duration: 1:13:54 — 33.8MB) Subscribe:...
Listen NowSocial Security, Ethics Requirements, MDF, and Trust Funding: Q&A #2408
February 24, 2024
Jim and Chris discuss listener questions relating to Social Security, ethics requirements, MDF, and special needs trust funding. (7:15) George looks for some clarification on his Social Security claiming strategy and personal benefit calculation. (26:00) A listener provides some input on a previous show relating to a continuing education ethics requirement and looks for clarity on a...
Listen NowTaking The 2024 Ed Slott Quiz: EDU #2408
February 21, 2024
Jim and Chris sit down to discuss and take a quiz given out by the Ed Slott program on an annual basis for 2024. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y24E08.mp3 Podcast: Play in new window | Download (Duration: 1:17:12 — 35.3MB) Subscribe:...
Listen NowSocial Security, IRMAA, GPO, and Annuities: Q&A #2407
February 17, 2024
Jim and Chris sit down to discuss listener questions relating to Social Security, IRMAA, GPO, annuities, and the minimum dignity floor. (7:45) A listener from Oklahoma asks about his mother ability to claim a Social Security survivor and child in care benefit. (16:45) George wonders when he’d be able to appeal a previous IRMAA surcharge. (26:45) A listener in Missouri looks for...
Listen NowSecure Act 2.0 and Section 204 Continued: EDU #2407
February 14, 2024
Jim and Chris sit down to continue their detailed discussion on the Secure Act 2.0, specifically, section 204. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y24E07.mp3 Podcast: Play in new window | Download (Duration: 1:12:10 — 33.0MB) Subscribe:...
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